Purchases and Sales Made in Q1 2025 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2027 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
186KNew |
$4.36M - $4.41M
|
186K
$4.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
42.7K+ 58.93% |
$1M - $1.02M
|
115K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40.7K+ 401.73% |
$957K - $968K
|
50.9K
$1.18M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
33.5K+ 13.92% |
$786K - $796K
|
274K
$6.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.3K+ 22.81% |
$687K - $695K
|
157K
$3.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.53K+ 9.02% |
$106K - $108K
|
54.8K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.5K+ 15.55% |
$58.7K - $59.4K
|
18.6K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.49K+ 10.73% |
$35K - $35.4K
|
15.4K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.48K+ 5.4% |
$34.9K - $35.3K
|
29K
$670K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
520+ 2.59% |
$12.2K - $12.4K
|
20.6K
$476K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$3.52K - $3.57K
|
150
$3.47K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
49+ 0.47% |
$1.15K - $1.16K
|
10.6K
$245K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 3.96% |
$1.06K - $1.07K
|
1.09K
$25.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-107- 0.95% |
$2.51K - $2.54K
|
11.1K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-204- 0.35% |
$4.79K - $4.85K
|
57.9K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-2.68K- 19.24% |
$62.9K - $63.7K
|
11.2K
$260K
|